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iShares Core 1-5 Year USD Bond ETF

359 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 127

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

2% more capital invested

Capital invested by funds: $2.68B → $2.74B (+$58.6M)

0.05% more ownership

Funds ownership: 65.77%65.82% (+0.05%)

3% less funds holding

Funds holding: 370359 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
359
Holders Change
-11
Holders Change %
-2.97%
% of All Funds
5.16%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
23
Increased
154
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFO
301
Kopp Family Office
Minnesota
$98K
S
302
Sachetta
Massachusetts
$96.7K
CIR
303
Clear Investment Research
Georgia
$94.8K -$14.2K -295 -13%
CTWM
304
Cherry Tree Wealth Management
Minnesota
$91K
CFB
305
Cullen/Frost Bankers
Texas
$78.6K +$77.7K +1,614 New
Deutsche Bank
306
Deutsche Bank
Germany
$75.3K
EWA
307
Elevate Wealth Advisory
Georgia
$58.3K
RIL
308
Rothschild Investment LLC
Illinois
$58.2K
NS
309
NBC Securities
Alabama
$58K -$6.02K -125 -9%
CFGS
310
Concourse Financial Group Securities
Alabama
$56.7K -$36.7K -762 -40%
AWM
311
Avior Wealth Management
Nebraska
$55K +$433 +9 +0.8%
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.2K +$6.64K +138 +14%
LFG
313
Larson Financial Group
Missouri
$49.3K
AIC
314
Archer Investment Corporation
Indiana
$48.5K +$2.89K +60 +6%
BWL
315
Bogart Wealth LLC
Virginia
$48.3K +$13.8K +287 +41%
SAM
316
Smartleaf Asset Management
Massachusetts
$45.5K -$5.97K -124 -12%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$40.7K +$3.46K +72 +9%
SWM
318
Spire Wealth Management
Virginia
$37.9K +$32.1K +667 +590%
CAL
319
Capital Analysts LLC
Pennsylvania
$36K
BFS
320
Burkett Financial Services
South Carolina
$31K +$1.4K +29 +5%
GWSG
321
GPS Wealth Strategies Group
Colorado
$27.8K +$4.38K +91 +19%
Franklin Resources
322
Franklin Resources
California
$27.7K
PP
323
Pacifica Partners
Canada
$25.7K +$241 +5 +1%
HGERS
324
Householder Group Estate & Retirement Specialist
Arizona
$25K
TCG
325
Transcendent Capital Group
Oklahoma
$24.2K +$241 +5 +1%